Business sale advisor

Your transaction war room.

You manage multi-million dollar transactions with emails and Excel files. Xpert6 gives you the virtual data room, buyer pipeline and due diligence tracker to pilot every deal.

The M&A advisor's reality

Your deal's confidentiality depends on an email.

You orchestrate the most important transaction in an entrepreneur's life. But your tools don't match the complexity and confidentiality required.

Fragile confidentiality

Confidential documents scattered across emails, Dropbox, USB drives and paper files. Every send is a leak risk. No tracking of who viewed what.

Due diligence by email

43 information requests assigned to 4 people via 3 separate emails. Responses lost in threads. Tracking relies on memory and an Excel file.

Invisible buyers

Buyer pipeline lives in the advisor's head. No engagement scoring, no automatic follow-ups. A buyer forgotten for 6 weeks can kill a deal.

Before / After

Residential tools or transaction infrastructure?

The advisor without Xpert6

Traditional VDRs (Datasite, Firmex) cost $5,000 to $15,000 per transaction. For SMBs worth $5M to $50M, that's often hard to justify.

The seller is anxious with zero visibility on progress. They call every week asking 'So, where are we?'

LOI comparison is done in an improvised Excel spreadsheet over 2 hours. The seller can't easily review it.

Signed NDAs, buyer follow-ups and conversation history live in the inbox. A lost thread can cost you a buyer.

The advisor with Xpert6

Virtual data room built into Xpert6. Granular access control, automatic watermarking, behavioral tracking. Included in subscription.

The seller tracks the transaction in their portal: phases, milestones, documents received, active buyers. Full transparency, calls reduced 80%.

LOI comparison matrix in Xpert6: price, structure, earnout, conditions. The seller annotates preferences directly in the portal.

Structured buyer pipeline with automatic engagement scoring. Smart follow-ups. No qualified buyer falls through the cracks.

Built for transactions

The infrastructure that replaces your $15,000 VDRs.

Every module is built for the business sale advisor managing $1M to $50M transactions with investment bank rigour.

Virtual data room

Standardized folder structure by sector. Progressive access control (summary, detailed, sensitive). Automatic watermarking with buyer name.

Buyer pipeline

Each buyer progresses through clear stages: NDA signed, CIM sent, in DD, LOI received. Automatic scoring based on VDR engagement.

Due diligence manager

Import the buyer's DD list. Assign by owner. Configurable SLA. Cortex auto-answers when the information is already in the VDR.

Secure seller portal

The seller tracks their transaction in real time: phases, documents, active buyers. No more anxiety and weekly check-in calls.

Offer comparison matrix

LOIs compared in a structured matrix: price, conditions, earnout, non-compete, timeline. The seller reviews and annotates in their portal.

Post-closing tracking

If an earnout is in place, metric tracking is automated. The seller retains portal access for deferred payments and earnout conditions.

Start your next transaction

Three steps. A structured transaction.

Create the sale project

Enter basic transaction details. The VDR is created automatically with the folder structure adapted to the sector.

Invite the seller

The seller accesses their secure portal. They see phases, upload documents and track progress in real time.

Manage buyers

Add potential buyers to the pipeline. Each receives partitioned VDR access with appropriate authorization levels.

12-day free trial

Ready to professionalize your transactions?

12-day free trial. 2 licences included. No credit card. Your virtual data room is ready in 30 minutes.

Start my free trial

Free trial, no commitment. 30-day money-back on first subscription. 90-day Triple Impact Guarantee on annual or 24-month plan.

Use case

Business sale

VDR, buyer pipeline, due diligence, offer comparison.